#42: Teddy Vallee (Founder & CIO of Pervalle Global Macro Hedgefund)
Teddy is one of the new generation of Hedge Fund managers, having setup Pervalle Global in 2018. Pervalle is very much a macro fund ("macro is back, baby!"), investing across all asset classes, and it brings together a unique set of leading indicators into their investment process As we all know, 2020 has been an 'interesting' year so far, certainly not one to be ever forgotten! We dive into the the latest key dynamics across macro, ranging from US Election, COVID, inflation vs deflation, 2 y-axis charts (!), and much more If you have any feedback please do DM me on Twitter (@Darky999) whether good/bad/ugly; several episodes have come from listener ideas & recommendations of guests